Journey Strategic Wealth’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
30,909
-10
| -0% | -$853 | 0.09% | 71 |
|
|
2025
Q1 | $2.44M | Buy |
30,919
+384
| +1% | +$30.3K | 0.09% | 68 |
|
|
2024
Q4 | $2.21M | Buy |
30,535
+1,045
| +4% | +$75.8K | 0.08% | 68 |
|
|
2024
Q3 | $2.37M | Buy |
29,490
+2,378
| +9% | +$191K | 0.09% | 58 |
|
|
2024
Q2 | $2.03M | Buy |
27,112
+35
| +0.1% | +$2.62K | 0.09% | 48 |
|
|
2024
Q1 | $2.06M | Buy |
27,077
+1,858
| +7% | +$141K | 0.09% | 44 |
|
|
2023
Q4 | $1.84M | Buy |
25,219
+3,826
| +18% | +$280K | 0.09% | 41 |
|
|
2023
Q3 | $1.43M | Buy |
21,393
+2,063
| +11% | +$138K | 0.07% | 44 |
|
|
2023
Q2 | $1.35M | Buy |
19,330
+1,251
| +7% | +$87.5K | 0.06% | 47 |
|
|
2023
Q1 | $1.25M | Buy |
18,079
+318
| +2% | +$22K | 0.13% | 47 |
|
|
2022
Q4 | $1.14M | Buy |
17,761
+11,749
| +195% | +$753K | 0.13% | 54 |
|
|
2022
Q3 | $336K | Sell |
6,012
-8,009
| -57% | -$448K | 0.05% | 93 |
|
|
2022
Q2 | $869K | Sell |
14,021
-23,156
| -62% | -$1.44M | 0.12% | 44 |
|
|
2022
Q1 | $2.16M | Buy |
+37,177
| New | +$2.16M | 0.24% | 14 |
|